Taxes made easy?

You came to the right place.

Tax help shouldn’t break your budget.

Baer Mountain Financial Services was created to provide
no-nonsense tax help that doesn’t cost an arm & a leg.

Whether you’re a student, homeowner, small business owner or just plain don’t like doing them yourself, we’re here to help you crush them.

Fully remote with a secure client portal to upload your documents or the option to meet in-person if you’re local.

Peace of mind with Protection Plus+

Every 1040 filed with us comes with Protection Plus $1 Million Tax Audit Defense and identity theft restoration services at no extra cost. If you receive a tax notice or suspect an identity theft incident, simply give us a call and we’ll handle the rest.

New in 2025: Tax Advisory Services

Custom tax planning & a personalized plan to help you reach your personal or business financial goals.

Our Essentials return includes 1-2 Tax Planning meetings throughout the year to discuss any new income or life changes and plan for possible future tax liabilities.

Our Premium return includes 2-3 Tax Advisory meetings throughout the year to discuss your financial goals as a whole and devise a proactive approach to reaching them.

Big savings - No hidden fees

How we stack up

Our prices compared to the other guys.

Looking for business taxes? We do that too.

If you’re Self-Employed or a Single Member LLC, we’ll help you crush your Schedule C with accurate income reporting & industry-specific deductions.

Want more business solutions? We can help with simplified bookkeeping, payroll & merchant solutions.
Contact us to find out more.

Need something à la carte?

We’ve got you covered there too.
If something isn’t listed, contact us to find out if we can help.

$125 - Amended Return
$125 - Past Year Return
$100 - File an Extension
$50 - Return Review

Are you more DIY? Try Ramsey SmartTax

No-nonsense tax software with low, up-front pricing & all major federal forms & deductions.

Let’s Get It Started

Let us know what you’re looking for & we’ll handle the rest.

"Shiloh is honest, professional and quick! She got me the best refund possible. She was patient with my complex tax situation and made sure everything was done right and at a great rate! I will be using her again in the future. 5 stars all the way."

Angela in CA
(client since 2022)

“Accurate and dependable with reasonable pricing and fast filing. Will definitely be a repeat customer and highly recommend!”

Raymond in Idaho
(client since 2022)

“With the patience of a practiced yogi, Baer Mountain takes
the polarizing experience of tax returns from a grizzly one
to sweet-honeyed victory.”

Ryan in California
(client since 2023)

Want the inside scoop?

get monthly(ish) emails on the topics that interest you

We use cookies to improve your experience and to help us understand how you use our site. Please refer to our cookie notice and privacy statement for more information regarding cookies and other third-party tracking that may be enabled.

Office hours (May-Dec):

Mon-Thur 9am-3pm & Sat 9am-12pm (PST)

Privacy Policy

Terms of Use

Facebook icon
Instagram icon
Email icon

© 2024 Baer Mountain Financial Services

Intuit Mailchimp logo